04
Dec
Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zmanalpha@gmail.com In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments and a model and cheat sheet update […]
Posted in VTS | 26 Comments »
05
Nov
In today’s post please find: the early read on natural gas storage, comments on several 3Q24 reports of interest – (FANG, HPK, VTS, SEI, ACDC), sand merger, and some other odds and ends. Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$84 B, last month was -$70.4 B), We get […]
Posted in ACDC, FANG, HPK, SEI, SND, Uncategorized, VTS | 37 Comments »
04
Oct
Housekeeping Watch: Are we using the correct email for you? If you’re not getting ZBLAST’s or are getting them at the wrong address contact zmanalpha@gmail.com In today’s post please find: The natural gas storage slide show and some key charts for thought, A “Trade Only” idea update, Comments on SND (inaugural special dividend and buyback […]
Posted in SND, Uncategorized, VTS | 39 Comments »
06
Aug
Housekeeping Watch: If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s post please […]
Posted in AESI, HPK, Uncategorized, VTS | 45 Comments »
25
Jun
Housekeeping Watch: If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s post please […]
Posted in VTS | 21 Comments »